Family Office Services

Personal CFO Services allow clients to step back from the daily management of finances, while increasing the quality, timeliness and security of important tasks. We work closely with the client’s advisory team to enhance delivery of integrated wealth management solutions including Financial Management, Bill Pay, Accounting and Reporting, and Tax Support.

Robin Skeen – Partner, Co-Head of Personal CFO Services

Mona Manahi – Partner, Co-Head of Personal CFO Services

Leanne Haupt – Partner, Head of Family Office Services